#12 - Most businesses use CRMs wrong (Here’s how to fix it)
Wednesday Wisdom
Thought for the Week
If your CRM feels like a graveyard of forgotten contacts, it’s not a tech problem - it’s a system problem.
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Hope you've had a great week so far!
🕑 3 mins
This Week's Insights🎙️
Let’s be honest, most businesses treat their CRM like just another storage bin where contacts sit idly and gather virtual dust, and we often hope that automation can swoop in and solve all our problems instantly.
However, if you start to think of your CRM as a client-relationship engine (which is essentially the meaning of CRM); the system that helps you follow up at the right time with the right people, genuinely understand your customers, and nurture them over the long-term till a point that they buy or engage with your business. When set up with intention, your CRM can highlight your warmest leads, flag where you’re losing momentum, and guide your next best move.
Take some time to think about things such as: what do your ideal clients go through before they buy? Where do they drop off? Where do you need to show up? How can you understand them and their needs?
The most effective CRM is one that mirrors your unique process rather than forcing your process to fit a standard mould for your industry. When your marketing, sales, and service teams and software are all on the same page, that’s when growth becomes not just achievable, but truly repeatable.
Practical Tips ✅
Start with the journey: Before you build automations or pipelines, map out the actual customer experience from enquiry to follow-up.
Less is more: Focus on 3-5 core data points that actually help you sell or support better. Avoid cluttering your CRM with unnecessary fields.
Make it a daily habit: CRMs work when your team does. Utilise daily rituals, such as logging calls and updating stages, to keep it alive.
Top Resources This Week 🤓
Learn the tips and tricks that make $100m businesses successful.
🔨HubSpot
Use this all-in-one CRM that simplifies your business needs. HubSpot is globally known and caters to all businesses.
Implementing a good CRM in your business is vital, learn how to find the one best for you.
Did You Know? 🧠
Netflix doesn’t just track what you watch; it tracks how long you hover, what you rewatch, when you pause, and what you skip. Netflix uses this behavioural data to create detailed and personalised user journeys, offering recommendations that feel spot-on. Over 80% of the content watched on Netflix comes from personalised recommendations, not random browsing or direct searches.
Strategy before Tactics.
It's easy to get caught up in marketing tactics, but without a solid strategy, they’re just scattered efforts.
Build the plan first, then let the tactics follow.
That's all for this week.
See you next Wednesday!
Raman
P.S. To learn more about marketing and productivity, Follow Me on LinkedIn.
